From complex SOC reports to easy-to-use Excel workbooks

SOC toolkits are the easy button to generate audit-ready SOC 1 (and SOC 2) report workpapers and procedures for nearly any 3rd party provider.  

Let’s find the right fit for your firm.

Standard pricing is $75 per credit without commitment.
Product Credit Requirements
SOC Toolkits
5
credits per use.
Recordkeeper Workpapers
14
credits per use.
Payroll Reports
14
credits per use.
Topaz
1-49 credits
$75
per credit
Save 25%
Perfect for firms getting started.
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Sapphire
50-199 credits
$68
per credit
Save 32%
Great for growing practices.
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Ruby
200-449 credits
$62
per credit
Save 38%
Ideal for established firms.
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Diamond+
450+ credits
Custom
Contact for pricing.
Custom solutions for large firms.
What's Included in Every Plan
All tiers include the same comprehensive features and support.
check SOC Toolkit Access
check Dedicated Customer Success Manager
check Phone and Email Support
check Recordkeeper Workpaper Access
check Custom Onboarding
check Training Documentation for Staff & Clients
check Payroll Report Access
check Quality Assurance
check SLA Guarantees